Insider Purchases: Inside the Buy

Tag: investment research

Coursera stock turnaround illustration featuring activist buying, Udemy synergies, AI learning and a $500 million share buyback.

Coursera Stock (COUR): An $11.4 Million Activist Bet on a Turnaround

Pale Fire Capital just invested another $11.4 million in Coursera. With the stock down roughly 92% from its peak, institutions holding nearly 96% of the float, $85 million-plus in targeted Udemy synergies and a $500 million buyback, COUR may be an asymmetric turnaround—or a remarkably well-funded value trap.

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Aon stock illustration showing a $6.5M chairman buy against the $17B USI acquisition, rising leverage and paused share buybacks.

🛡️ Aon (AON): The Chairman Just Bought $6.5M. We’re Still Waiting.

Aon Chairman Lester Knight just bought roughly $6.5 million of AON stock after the company announced its massive $17 billion USI acquisition. The insider signal is compelling—but with leverage headed toward 4.8×, buybacks paused and integration risk rising, is AON finally cheap enough?

 

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